· Private foundation
James and Deborah Klein Family Foundation
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 47% of JAMES AND DEBORAH KLEIN FAMILY FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k8 grants · $27k
- $10k–50k5 grants · $113k
- $50k–250k1 grant · $85k
| Recipient | Amount |
|---|---|
| COLE VALLEY CHRISTIAN SCHOOLS INC | $85,000 |
| ST JOHN'S LUTHERAN CHURCH | $38,000 |
| CONCORDIA UNIVERSITY IRVINE | $25,000 |
| CHOC CHILDREN'S FOUNDATION | $20,000 |
| RUNWAY FOR RECOVERY | $15,000 |
| BOYS & GIRLS CLUB OF SAN MARCOS | $15,000 |
| GIRL SCOUTS OF ORANGE COUNTY | $5,000 |
| ROLLIN' FROM THE HEART | $5,000 |
| OCAAC DBA MY DAY COUNTS | $5,000 |
| ST JOHN'S LUTHERAN CHURCH | $4,000 |
| STANDUP FOR KIDS | $2,500 |
| ASSISTANCE LEAGUE OF NORTH COAST | $2,500 |
| AMERICAN RADIO RELAY LEAGUE | $2,000 |
| ORANGE COUNTY BOY SCOUTS OF AMERICA | $1,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY18–25, $71k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +34% since the first grant, against +29% for the ones you funded once.
27 repeat relationships — 13 still active in FY2025, 14 since wound down.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- CVCOLE VALLEY CHRISTIAN SCHOOLS INC5× · 2021–2025 · $204k · revenue ×15
- CUCONCORDIA UNIVERSITY IRVINE8× · 2018–2025 · $158k · revenue +34%
- CFCHOC FOUNDATION7× · 2019–2025 · $70k · revenue +60%
Funded once
- IGIndividual grant recipientone grant, 2024 · $10k
- OROUR RESCUEone grant, 2021 · $10k · revenue -16%
- BLBETHESDA LUTHERAN COMMUNITIESone grant, 2018 · $10k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
A private institution of higher education, offering both undergraduate and graduate courses to students.
The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.
The mission of the university is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice.
In the light of the lordship of jesus christ and the authority of god's word, we will educate each unique student in cooperation with the christian community so that he or she is equipped and inspired to make a difference for jesus christ…
Carlthorp school is an independent, nonprofit day school for children in grades k-6. carlthorp school provides a strong academic foundation in a diverse and nurturing school community that emphasizes traditional values, disciplined work…
The international coalition of girls' schools (icgs) is the leading advocate for girls' schools, connecting and collaborating globally with individuals, schools, and mission-aligned entities dedicated to educating and empowering girls.
The mission of south shore charter school is to cultivate students the tenacity, integrity, and curiosity needed to become innovative and socially responsible leaders, ready to face and solve the ever-changing challenges facing our…
The mission of children's home society of california is to provide children, families, and communities with supportive services to thrive.
Curesearch's mission is to fund & support targeted & innovative cancer research with measurable results, & to be the authoritative source of information & resources for all those affected by children's cancer. see schedule o for…
The institution provides educational instruction and activities to students ranging from preschool through 8th grade.
Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…
The waverly school is a nonsectarian, coeducational, college preparatory progressive day school that spans preschool through high school. it is fully accredited by the western association of school and colleges and the california…
For reference, the grantee most central to the portfolio’s shape is Olive Crest and the most unlike its peers is Influence Church. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 32 years old; the field is 14. You back the established end — and your money leans older still.
The field is 24% startups (under 5 years old) — 3% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 14% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
27 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 27 of the 50 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds COLE VALLEY CHRISTIAN SCHOOLS INC ↗
- Who funds CONCORDIA UNIVERSITY IRVINE ↗
- Who funds CHOC FOUNDATION ↗
- Who funds BOYS & GIRLS CLUB OF SAN MARCOS ↗
- Who funds OLIVE CREST ↗
- Who funds RUNWAY FOR RECOVERY INC ↗
- Who funds Soaring Spirits International ↗
- Who funds StandUp for Kids ↗
- Who funds ASSISTANCE LEAGUE OF NORTH COAST ↗
- Who funds LUTHERAN HIGH SCHOOL ↗
- Who funds GIRL SCOUTS OF ORANGE COUNTY ↗
- Who funds THE CAROLYN E WYLIE CENTER FOR CHILDREN YOUTH & FAMILIES ↗
- Who funds OUR RESCUE ↗
- Who funds THE AMERICAN RADIO RELAY LEAGUE INC ↗
- Who funds Influence Church ↗
- Who funds KHERUT ↗
- Who funds TURNING POINT USA INC ↗
- Who funds FORE BATTEN FOUNDATION ↗
- Who funds INTERNATIONAL COMMUNITY FOUNDATION ↗
- Who funds Community Bible Study ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Sempra Foundation · The Blackbaud Giving Fund · Renaissance Charitable Foundation Inc · Charities Aid Foundation America · Natl Christian Charitable Fdn Inc · The Pfizer Foundation Inc · American Endowment Foundation · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization James and Deborah Klein Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to James and Deborah Klein Family Foundation?
Find your warmest path to James and Deborah Klein Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.